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Whale Informed by Triple Whale artwork

Mr. Beast’s Amazon Prime Show, Macy’s Running UGC Ada, & More | Whale Informed #008

Whale Informed by Triple Whale · 2024-03-25 · 30 min

0:00--:--

Key moments - from our scoring

Substance score

23 / 100

Five dimensions, 20 points each

Insight Density5 / 20
Originality5 / 20
Guest Caliber3 / 20
Specificity & Evidence6 / 20
Conversational Craft4 / 20

Whale Informed discusses several major brand and media developments affecting B2B operators. Mr. Beast announced a game show coming to Amazon Prime with record-breaking contestant numbers and prize pools, prioritizing creative control over maximum payment - a watershed moment potentially opening doors for creators to work with traditional networks. Netflix reportedly passed on the deal, while Amazon's e-commerce strengths position them to support the venture and benefit from Beast's massive audience. Separately, Unilever is spinning off Ben & Jerry's, likely to refocus on wellness brands as consumer spending shifts dramatically toward health, beauty, and better-for-you food categories. Fast Company's "world's most innovative companies" list drew skepticism for placing Taco Bell (number 4, using culturally savvy marketing and a recent ex-Nike CEO) ahead of OpenAI (number 9), with notable omissions like SpaceX. The episode closes with marketing insights from Nike's former Gen Z Innovation leader about moving budgets away from linear TV toward streaming and social platforms where Gen Z actually congregates.

Key takeaways

  • →Mr. Beast trading some payment for full creative control in his Amazon Prime deal signals that creator-network partnerships now hinge on editorial autonomy, not just budgets.
  • →Unilever's Ben & Jerry's spinoff reflects a sharp pivot toward wellness brands as triple whale data shows consumer spending up dramatically year-over-year in health, beauty, and better-for-you food versus down in clothing and electronics.
  • →Fast Company's innovation rankings appear driven more by marketing narrative (Taco Bell's cultural positioning, Novo Nordisk's Ozempic buzz) than actual technical innovation, making such lists unreliable for strategic decisions.
  • →Gen Z has effectively abandoned linear TV outside sports, forcing legacy companies like Nike to redirect budgets from traditional media to streaming and social - a shift that reshapes competitive advantage in brand visibility.
  • →Smile Direct Club competitors like Remy are using direct comparison ads ('us versus them') to capture market share in the growing direct-to-consumer orthodontics category.

Guests

Ethan (co-host/regular panel member)

Topics in this episode

OpenAINvidiaUnileverOzempicNovo NordiskNetflixAmazon Prime VideoMr. BeastBen & Jerry'sFast Company most innovative companies

Questions this episode answers

Why did Mr. Beast choose Amazon Prime over Netflix for his game show deal?

Mr. Beast prioritized creative control - specifically final edit authority - over maximum payment. Netflix reportedly wanted to retain some creative control, so Amazon, as a major e-commerce company better positioned to support the project, won the deal and gave him the autonomy he required.

Why is Unilever spinning off Ben & Jerry's despite it generating 13% of total sales?

Unilever is repositioning toward wellness brands as consumer data shows massive year-over-year spending increases in health, beauty, and better-for-you foods. Ben & Jerry's premium ice cream, while iconic, doesn't fit that strategic direction.

How is Taco Bell ranked higher in innovation than OpenAI?

Fast Company's methodology (innovation, impact, timeliness, relevance) is vague. Taco Bell ranked #4 partly due to its culturally savvy marketing, successful Taco Tuesday campaign (releasing their trademark), and a new CEO from Nike driving brand positioning beyond just quick-service restaurant offerings.

What does Gen Z consumer behavior mean for traditional TV advertising spend?

Gen Z hasn't watched linear TV outside sports for years; they now consume content through streaming apps and social platforms. Even sports viewing has shifted to connected TV apps rather than traditional linear broadcasts, forcing brands like Nike to reallocate budgets from TV to streaming and social channels.

What does SpaceX's absence from Fast Company's top 50 innovators reveal?

The omission of SpaceX - which is developing reusable rockets and enabling space exploration - while including Sphere Entertainment (the Las Vegas Sphere) suggests the list may prioritize marketing narrative and cultural timeliness over technical breakthrough, undermining its credibility.

What our scoring noted

Our reviewer’s read on each dimension, with quotes from the episode.

Insight Density

5 / 20

The episode is almost entirely surface-level commentary on news items - Fast Company rankings, Mr. Beast announcements, tweet roundups - with very little that a B2B or e-commerce operator couldn't derive from a two-minute Twitter scroll. The one actionable heuristic (ad length equals customer age) is simply quoted from someone else's tweet.

well, well, duh
Your ad length should be the age of your customer. Targeting 25 to 344 year olds. That's the perfect ad length for this demographic.

Originality

5 / 20

Most takes are obvious reactions - agreeing the Gen Z/linear TV shift is 'clearly' not a hot take, noting SpaceX's absence is a 'notable snub,' calling Macy's UGC attempt a miss. The 'Taco Bell is the liquid death of fast food' line is the one mildly creative framing in an otherwise derivative episode.

Taco Bell is the liquid death of fast food
I can't believe this was a hot take even in 2019

Guest Caliber

3 / 20

There are no guests whatsoever - just two hosts doing casual news commentary. Neither host demonstrates deep practitioner credentials or references significant operational experience at scale; one is identified as a marketing director and the other as 'Ethan.'

Welcome back to another episode of Whale Informed the show where we don't give you business advice but we do make our marketing director say the Whaley's 500 times on camera
shout out to Alexa Kilroy, former Triple Whale team member, uh, for posting this ad

Specificity & Evidence

6 / 20

The episode occasionally cites concrete figures - Ben & Jerry's being 13% of Unilever sales, specific company names on the Fast Company list - but nearly all of this is just relaying third-party reporting. The hosts' own Triple Whale data is mentioned but without any specific numbers, rendering it vague.

this division made up 13% of total sales as well, which is a huge number
health and beauty, sporting goods and especially better for you, food and beverages up massively year over year. Uh whereas things like clothing and electronics are down

Conversational Craft

4 / 20

The hosts consistently agree with each other and rarely if ever push back on a claim; follow-up questions are uniformly soft ('What do you make of this?', 'Where do you think they fall on the list?'). There is no intellectual tension, no challenged assumption, and no probing follow-up anywhere in the transcript.

What do you make of this?
That's a great point. I didn't, I didn't think about that prior

Conversation analysis

Computed from the transcript - who did the talking, and the words that came up most.

Share of words spoken

  • Speaker A65%
  • Speaker B35%

Most-used words

number17show15innovative14list14smile14nike12direct12trying11brand11club11taco10consumer10content9versus8bell8fast8

Episode notes

Triple Whale presents Whale Informed. This week, John and Ethan discuss: Mr. Beast’s Amazon Prime Show Open AI & Taco Bell Macy’s Running UGC Style Ads + more. *** 00:00 Intro 00:52 Mr. Beast’s Amazon Prime Show 07:01 Unilever Spinning Off Ben & Jerry’s 10:20 Nvidia 12:28 Novo Nordisk 13:46 SpaceX & The Sphere 15:32 Open AI & Taco Bell 18:07 Death of Linear TV Ads 22:29 Remi’s Bold “Us vs. Them” Ad 24:53 Ad Length = Age Trick 26:32 Macy’s Running UGC Style Ads *** The Whalies Get Tickets: *** Book a demo:

Full transcript

30 min

Transcribed and scored by The B2B Podcast Index.

Speaker A: Usually in us versus Them ads, it's like us versus the other guys. But like to just be like, we all know who we're talking about here.

Speaker B: Anytime I see something like this, I'm

Speaker A: like, well, well, duh. Taco Bell's ahead of OpenAI on the most innovative companies list. Who wrote this? Welcome back to another episode of Whale Informed the show where we don't give you business advice but we do make our marketing director say the Whaley's 500 times on camera. And Ethan, what are we talking about today?

Speaker B: Today we're talking about Mr. Beast dropping his show on Amazon Prime TV. After that, Ben and Jerry's. Then we're going to dive into the 50 most innovative tech companies according to Fast Company. And then finally we're going to conclude with our favorite tweets of the week. We're going to check them out and break uh, them down.

Speaker A: Let's kick it off. Senior Beast, Mr. Beast announced, uh, I think this week, early this week that he is going to do a game show with Amazon Prime. Here, uh, are the details that we know. Currently it's the largest number of contestants ever. It's the biggest cash prize ever. It's the, it's like just the biggest of everything. That's the main. But the biggest cash prize and largest number of the contestants. I don't think Mr. Beast would do it any other way. Uh, he's said things that you know, like that he's going to bring sort of a very YouTube, more fast paced type of vibe to it. Some of the episodes might cut off in the middle of the episode and then pick up, you know, like they might not wrap up a challenge or something like that. Uh, he's not hinting, he's trying not to hint and give away too much. He hasn't said where it's going to be filmed. It's not going to be filmed on his campus, uh, because he doesn't want people camping out there. So uh, what do you make of this, Ethan?

Speaker B: He's going all out and I guess I wouldn't expect anything less. Like I did not realize he was going to send it as much as he is. And it sounds like this is truly will be a unique game show that we haven't seen before. Yeah, so that is super interesting and I like that he's going to bring the YouTube aspect into it and kind of break the mold of the traditional game show. The other thing that's interesting that I did read was that apparently this was Netflix's deal with him to lose And a lot of people are saying they fumbled the bag, now Amazon stepped in and created the deal with him. So that was an interesting tidbit because I do think Amazon is going to crush this and there's a lot that they can gain from this partnership.

Speaker A: I think that Feastables and Amazon being such a, like big e commerce and commerce company probably puts them m in a better position to do this deal with him, uh, and pay him and give him creative control. So here is what he said about like the deal is that the biggest, most important thing that was important to him was creative control. And he, without saying it, he kind of said that he may have given up some money. Right? Like he might have given up the amount of money and gotten paid less to have full creative control. And that's where he couldn't come to it with Netflix. He wouldn't say it was Netflix, but sounds like it was most likely Netflix. Um, is that they just still wanted some level of creative control. Uh, a big one that he said was Final Edit. So they wanted Final Edit. And he's like, Final Edit is every. Like you could make the whole show different in Final Edit, you know, and the most important thing for him that he feels like he cannot. This can't be a flop. This has to crush. This is how he's saying it. This has to do really well. Because if he can't make, uh, traditional media like TV show, game show work, then you know what, like, creators will never be able to go to a network and do something like this again. He feels like he's like representative of the creator community right now. That's why creative control was important, because he thinks that oftentimes what's happened in the past is that the networks have like taken control of Final Edit and really changed it from what the creator thought it was going to be.

Speaker B: That's a great point. I didn't, I didn't think about that prior that he is really paving this new. This is like a new frontier for creators.

Speaker A: Yeah. If he can't make it work, then like, you know, then that's the, that's the line for the rest and the door is closed. Yeah. If Jimmy can't do it, you think you, then you can't do it either.

Speaker B: Right. For Amazon, this is a very interesting play because this is a, like, Mr. Beast has a very captive, huge audience they're now bringing to their platform. Like, this is a extremely unique opportunity for them to bring in a new, likely different. Like, I'm assuming this is their target audience right? Now consumer and I'm sure that we'll see more content kind of related that they try to build off around this. If it's a success to continue to captivate that younger M audience.

Speaker A: Uh, yeah, I mean, I think, I think he'll crush it. I think he'll do really well. I think there's a great Amazon tie in for feastables. I think they're probably. He. He said, you know, there's no way I'm going to do like, whatever, however many hours of content this is and not talk about feastables at all like this. So, uh, yeah, you know where it's going, it's going to be good. I think that the challenges, the idea he comes up with for challenges for a game show will be like, next level. Right. So screen is on Netflix, I think the like real game show and I think this will be like that on like super steroids.

Speaker B: So totally. My last question related to this is, let's say it's, it's a success. What creator might be one of the first creators to follow in his footsteps or to be able to do something like this next with a big.

Speaker A: I do think there's already a path for crossover for creators like Quinta Brunson, who are entertainment, uh, creators, skit creators, to then cross over into like actual comedy music creators to cross over. Charlie Puth started on YouTube. So did Justin Bieber. Um, you know, so there's already some pathways there. Sports creators, uh, this year ESPN picked up Pat McAfee. Now Pat was, he was an NFL player for a lot of years. Mr. Beast is anything but a YouTuber. And the type of video he makes, it's like, oh, that's like YouTubers. YouTubers do that. Right. So I think that that's what he's carving the pathway for is, you know, like true, you know, for a, uh, finance YouTuber to like, you know, come over and do a, like undercover, uh, boss type of show or something like that. Right. Different version of that. But that's what I think out here.

Speaker B: Thinking of the true YouTubers, one that I could see is maybe Marquis Brownlee Marquez Brownlee having a. His own Netflix series around tech or something like that.

Speaker A: I, you know, and this is fresh on the mind because I was just, uh, on a webinar earlier today where we're busting some ecom myths. But like, Marques Brownlee could, could host a MythBusters type show.

Speaker B: Right.

Speaker A: Kind, uh, of semi scientific, uh, but entertaining.

Speaker B: Awesome.

Speaker A: Yeah.

Speaker B: All right, so next, there was some news that we saw On Twitter this week around Unilever, spinning off Ben and Jerry's, which caught my eye because Ben and Jerry's is no small brand. It's not a dying brand or anything. It's probably in terms of ice cream, one of the most unique brands and one of, they think outside the box. They do a lot differently. The ice cream is crazy. They even had a collab with, um, Nike doing a shoe last year. And this division made up 13% of total sales as well, which is a huge number. Why do you, why do you think they would do something like this?

Speaker A: Uh, a lot of the DNA of Ben and Jerry's is in their founding story, Their founding stories, like very profit driven, very bootstrapped. Um, like I think I've heard stories about like how they do like the guy like spread these flyers about uh, like dryers and some of those were telling them like, oh, if you pick up this like, like we're not going to be in your store anymore. So that's what retailers were telling him. And so then he like started moving these flat, like, like spreading these like flyers and stuff like that about how that was happening. And that was like his uh, initial like marketing controversy. So I think a lot of where Benning Jerry's is, is like kind of like they've grown because of that. And I don't know if that fits in a, in a large like company like Unilever. I don't know if a lot of that innovation still exists. You know what I mean? So I think that's kind of one thing to note, personally. Uh, I don't know. I don't think that this is. They're spinning it off into a different company, basically. I think that company is going to be like the better for it and I think Unilever might actually end up being the worst for it. What do you think?

Speaker B: I think, I think that's a great point. I think part of this as well is Unilever is trying to focus shift their focus to more wellness brands. I know you had a content similar related to this around industries last week, but it's almost like it's a, it's a great thing that they had, but they have to get rid of it to focus on the future of what they believe in. And so cutting back a brand that clearly is, is not good for you, it's unhealthy or whatever allows them to then focus on that direction of more health and wellness focused products in the future.

Speaker A: Problem I have with that is that you're not allowed to have A vision like that, if you're publicly traded your responsibility is the shareholders. Uh, that's the point. So you could say that they're betting on the human optimization and health trend that's going on. That was the content I posted was uh, that like spend people's consumer spending. This is the data I found from our triple well data. People's consumer spending in, you know, health and beauty, sporting goods and especially better for you, food and beverages up massively year over year. Uh whereas things like clothing and electronics are down. So maybe Unilever is trying to ride that trend. But I also think that that trend largely driven by some of these companies that like they're, they're true sort of bootstrapped E comm startups like Rise Supplements where they're able to like this is all they're doing. They're not some under company under the, under the Unilever umbrella. Um, I don't know. I think it's easy to criticize something. Uh, it's a move, it's a bold move.

Speaker B: Totally. All right, sweet. So next there's an article that came out this week and, and it's the world's most innovative companies of 2024. Fast Company's annual rankings of the world most innovative companies covers 58 industries and sectors from advertising to video. So a diverse selection going on here.

Speaker A: Okay.

Speaker B: And anytime I see something like this I'm like, this is what are they thinking? Like what, what are they defying as innovative?

Speaker A: This is well informed content baby.

Speaker B: Yeah, yeah. So I'm just gonna, I'm gonna ask you several questions around this before we start.

Speaker A: Can I ask, did they clarify their criteria for most innovative?

Speaker B: It says how we pick the world's most innovative companies. And let's see what they say. Methodology, innovation, impact, timeliness and relevance.

Speaker A: So a bunch of words that need to be defined even further.

Speaker B: Exactly.

Speaker A: Basically whatever the hell we want is ah, is how we picked it. Criteria one, who paid us the most? The number one innovation. Criteria two, who paid us the second most? That was the number two.

Speaker B: All right.

Speaker A: All right, so this list is semi, semi at least semi non paid for. What do we got here?

Speaker B: All right, so first I'm going to, I'm going to tell you what the first one was overall and we're going to see how he reacts to it. So the first one is Nvidia.

Speaker A: Yeah, of course.

Speaker B: For bringing chips to the AI party. Does that make sense to you?

Speaker A: They were already doing that. Nvidia just continued to do what they were already doing. It just Hap just so happened that the chips that like AI uses, I don't understand this super well, but the chips that AI uses are very different. They're GPUs. They're very different than the chips that computers use, which are CPUs. They were already doing those for gaming. It's not like they brought a new product. They're just like, oh, hey, you guys all want to do this? Our chips do that. Uh, so did they innovate? I don't know. They, uh, certainly did something long enough to grab a market opportunity. I think they did it well. They were doing gaming or they already had that market cornered. That's great.

Speaker B: Right? And they were ahead of the curve. Then timeliness made sense. It's helping propel the industry forward. I think that makes sense.

Speaker A: Yeah.

Speaker B: A crazy one that's on this list is Novo Nordisk, which are the makers behind Ozempic. Where do you think that shows up on this top 50?

Speaker A: An innovation. Okay, so if Ozempic is the miracle thing people say it is, then that's pretty innovative, right? Like if you could just lose weight with no effort. If we stop having weight related illnesses with no effort, then that's pretty like magic pills are. If it's an actual magic pill, that is certainly innovative. The only other thing that's, uh, a magic weight loss pill is like, like meth or like cocaine. Right.

Speaker B: So yeah, that are clearly bad for you.

Speaker A: Yeah, there's the. The trade off is not worth it. So, uh, I don't know. You know, I don't know about. I don't know if we're ready to call Ozempic, like if we're ready to call this one and say, like, yeah, it's great, innovative. Uh, we might be, we might be trying to backpedal that, uh, in a couple years, but who knows? Uh, according to if you're on Ozempic, Ethan, I know that, I know you are ripped like that.

Speaker B: So I don't like needles very much. So we're not doing that. But I just want to say that Fast Company does say it is very innovative. It is number two on the list.

Speaker A: Number two things. I mean, it's either there or it isn't. And if it is, then probably top 10, top 5 probably seems right.

Speaker B: All right, so next, I just wanted to point out that a company that is not on the list is Space X, but a company that is on the list is Sphere Entertainment, the makers of the Las Vegas Sphere.

Speaker A: The Sphere just seems very Las Vegas to me. Right. Like everything is that Big and bright and lighty there, right?

Speaker B: Mhm.

Speaker A: So I don't know. If they didn't do it, somebody was going to.

Speaker B: I think it's, I think it's innovative, um, but I think it's, it's interesting. It's also, you know, being talked about a ton. It's innovative in a certain niche.

Speaker A: You anchored that by saying that SpaceX was not on the list, which is wild. It should be top five for sure.

Speaker B: That's what I think.

Speaker A: Like it's putting the biggest rockets ever into space. It's. Yeah, I mean it's innovating. Like there's no other way that you could describe what SpaceX does. It's like literally going into a, to space and trying to make it so that humans can live not just on Earth.

Speaker B: Like, it's crazy. And the reason I said that, the reason why it came up was there's a company at number 10 here called Connect X. It says for charting the path to distant asteroids and back again. I haven't heard of this company before, but something space related. And so when I heard that I was like, hold on, like I saw the sphere on the list, I was like, let me see if SpaceX is on the list. But then it, it wasn't. So again, kind of, that seems like

Speaker A: a, that seems like a very notable and purposeful snub to me and it makes me put a little less stock in the list. Uh, yeah, maybe, maybe this is the play. Maybe Elon goes up into space, creates a sphere twice the size of the Las Vegas sphere that orbits the Earth. Then he's like, do I get on there now? I love it.

Speaker B: All right, so two more questions related to this list. Where do you think OpenAI if they're on the list? Where do you think they fall on

Speaker A: the list if Nvidia wasn't top 10 or number one and you also said what number two was already, uh, ozempic. So, so if it wasn't like, that's where I would have OpenAI is. Like you would think that for 2023, like it's, it's the clear winner other than that little Sam Altman fumble. But as a company, it's definitely the clear winner. So I guess maybe number three.

Speaker B: So number three is not OpenAI, but it's the company that has helped funding them, um, make them, um, successful Microsoft. And then OpenAI falls not too far down after that at number nine.

Speaker A: Nine seems low. Seems like it should be, for sure.

Speaker B: I hear you. And then the last point is there's One company, though, that falls in between those two companies, which is not like the rest of these companies. They make food. They make, uh, that. I'll give you one more hint there. A fast, uh, food chain. What do you think this company is?

Speaker A: Fast food chain.

Speaker B: Okay.

Speaker A: Ones that come to mind would be like, uh, Panda Express, Chipotle, Jimmy John's, and Taco Bell.

Speaker B: It is Taco Bell, which is crazy.

Speaker A: Um, yeah, no, I, Yeah, I like that.

Speaker B: I like it.

Speaker A: Taco Bell's ahead of OpenAI on the most innovative companies list.

Speaker B: And it's crazy. And we know, you know, there's no clear way to measure innovation. It's. It's up for whatever. But I, I read into this and they talked about, like, how they're making tacos more than just a food. There's a movement behind it. Um, they had a very successful Taco Tuesday campaign this year where they actually got rid of their trademark over Taco Tuesday. Their approach is very culturally savvy. They have a recent CEO. I don't know how long he's been the CEO, uh, but he's credited with driving these innovation efforts forward. He used to work at Nike. And then the, the last line here is that Taco Bell's focus extends beyond being a quick service restaurant for being a globally recognized brand.

Speaker A: Look, dude, I love what Taco Bell. I love their marketing. They're like the liquid death of fast food. That's how we're going to say anytime something's just like, all steak, all sizzle, no steak. It's just all marketing and the products just whatever that's. They're the liquid death of that thing. Which is, I mean, honestly, a compliment to. Liquid death.

Speaker B: Yeah, yeah, totally.

Speaker A: Liquid death. Taco Bell of water. But, you know, Taco Bell is the liquid death of a fast food.

Speaker B: Fair enough. You heard it here. All right, so to close it out, I think you have, uh, some of your favorite tweets from the Tweets of the week.

Speaker A: Yeah, okay, the week. Little tweets of the. We got a jingle. Tweets of the week. Hell, yeah. Okay, so first up, uh, so this is from Michelle Goad, who is founder of Go Fall Digital Social First Commerce Agency. She used to be at Nike. So she's, uh, at Shop Talk in the. This is, this is what she said. I'm at Shop Talking. The CMO of American Eagle just said, uh, she's paraphrasing that. As Gen Z's number one retailer, advertising in linear TV and print are far in the rearview mirror. As the former Leader of Gen Z Innovation at Nike, which is kind of crazy that that's even a title that they have. My recommendation to divest of these channels in 2019 and invest in social gaming, streaming, etc ruffled a lot of feathers internally. But you have to be where the consumer is. And the next generation consumer hasn't been on linear TV outside of sports in a long time. I'm excited to see how the incumbent streaming initiatives can be bundled together to create new touch points for the brands to show up. Prime, uh, Video and Netflix are leading the pack, as expected. Where are the others? What do you make of this?

Speaker B: Part of me is like, it's a hot take. Maybe it was a hotter take in 2019. And then part of me is like, well, well, duh. And I, and I, and I guess maybe this is that I'm like part of the Gen Z push. But like, we haven't watched cable since before 2019. Like, yeah, this makes sense. The fact that the CMO of American Eagle is saying that now on a talk, it's like, yeah, obviously.

Speaker A: So I had no idea this was a hot take, honestly. Uh, so the irony that I find here. First of all, Shop Talk is a very safe. If this is something that ruffles feathers in large corporations like American Eagle or Nike, Shop Talk is a very safe place to say something like this. Um, because it's full of like D2C people and stuff. Uh, but the fact that Nike had a person whose title was Leader of Gen Z Innovation, that was their title. All right, so imagine your big company, you know, your CEO at Nike. So you got to make like, imagine you're old. You're an old guy. I don't know who the CEO at Nike is, but like, imagine you're an old dude who's going to get his feathers ruffled by stuff. That person who is supposed to be your Gen Z expert. You're, they're, they're, they're your go to. On Gen Z. They come to you and they're like, hey, guess what? Gen Z doesn't watch tv. And you're like, I don't. Nah, that doesn't sound right. Like that makes no sense to me. Number one, even if you hadn't, even if you're completely unplugged, like, just trust them. Number one, you should just know that you realize you're completely unplugged. Number two. What? Obvious. Like this just seems like the most obvious thing ever. I can't believe this was a hot take even in 2019. I can't believe that this ruffled feathers in 2019. I guess it just maybe is. I don't have the insight into how entrenched certain ideas are in, uh, like legacy companies like Nike.

Speaker B: I hear you. And as we talk through it, one of the things that does stand out is that when you think of iconic Nike ads, a lot of those ads are in the form for TV in the spotlight. So it was probably like a huge staple of their strategy that was very hard to hear. And then they do say, um, in this tweet that the. The next generation of consumer hasn't been on linear TV outside of sports in a long time. But naturally, a lot of Nike's marketing is related to sports.

Speaker A: That's, um.

Speaker B: Having said that, though, the way that consumers watch sports is. Is evolving. And it's like, I might still be watching things that are on espn, but I'm watching it through the app now. And in a lot of. I think what this point gets at is that more of the consumers are shifting to watch the same things through connected instead of linear tv. And there's just so much more of an ability to segment and target and see that data on connected tv. But that's me m just slightly, probably slightly defending Nike because they have a. You know, they're probably in the hardest part of accepting this change given their sports.

Speaker A: Yep. All right, next up, uh, I'm going to show you an ad that somebody posted, uh, shout out to Alexa Kilroy, former Triple Whale team member, uh, for posting this ad. She found this week. Uh, her. I think her caption was like, this is a very aggressive us versus them ad. So this is from Remy, which is like, uh, they send your, like, retainers or they send corrective teeth stuff to you so you can make your teeth not crooked. Right. So direct to Consumer Orthodontics. I guess I don't even know what you call that category. Uh, but they have an us versus them against Smile Direct Club Us side says perfect smile after. After duress. Perfect smile after Smile Direct Club treatment. The Smile Direct Club size says took your money. The Remy side says, puts their customer first. The Smile Direct Club side says unprofessional Remy side says, loves you till the end. Smile Direct Club side says left you mid treatment. Remy side says saving you money and keeps your smile straight. Remy sides or Smile Direct Club side says gone bankrupt. What's your take on this? I love it. Um, it's aggressive.

Speaker B: I didn't know what Remy was before this, but you get it in this picture. It's like they're an alternative to Smile Direct Club. They're probably a lot smaller. They're willing to get more personal and they care about their customers more. They're basically taking the big guy. Like, that's the man. It's Remy versus the man.

Speaker A: Usually in us versus them ads, it's like us versus the other guys. This has been going on in TV forever. Like, uh, it's like, you know, bounty, other leading brand. And then it shows how bounty picks up all the liquid. Right. Uh, but like to just be like, no, no, not other leading brand. We all know what we're talking about here. Like, throw it out there.

Speaker B: It's crazy.

Speaker A: And they have a bank stamp over the Smile Direct Club logo. I have one crazy. I have one call out here. Then we can move on the. You can. You can't really see because this is a screenshot. So you can't really see. Like, I can't double click on this, but you can see that the copy is 7 Reasons to make the switch from Smile Direct Club to Remy Retainers. What are the seven reasons? Isn't there just one reason you can't get SmileDirectClub anymore? Smile Direct Club is. Yeah, it's big. It's bankrupt. I don't understand.

Speaker B: I want to find the post and expand it and read the seven reasons below.

Speaker A: Seven reasons. Reason one, uh, you can't even have Smile Direct Club. Reason two. That's it. Click the link. All right, next one from Social Savannah. Pretty good follow on Twitter if you're looking for a good follow. She says your ad length should be the age of your customer. Targeting 25 to 344 year olds. That's the perfect ad length for this demographic. Under 18. You better have a super short and snappy TikToks, uh, 65 plus. They convert best on videos longer than a minute. They have longer attention spans. Pretty dang accurate.

Speaker B: It's pretty. It's pretty dang accurate.

Speaker A: This is a good rule of thumb. Um, you know, if you're wondering, hey, how long should my videos be for my ads? Like, my customers, uh, are like 25 to 40 year old moms. Like, oh, this should probably be like 25 to 40 seconds. Or at least you should be able to get the main point across in 25 to 40 seconds.

Speaker B: Yeah, and I think it's uh, two things I thought of related to this was one, like, if you need to figure out someone's age and you don't know how to ask them, like show them this tweet and be like, how long would Your ad be. So you could say something like that.

Speaker A: When you see ads on social media, how long do you watch them for?

Speaker B: And then there's um, I know there's been all the stuff going around, around like, oh, you might be 45, but like my biological age is 30. And it's like trying M to live longer and doing stuff like that. But like, what is your consumer? Uh, age. Yeah, what's your consumer like, what's your optimal ad length? Oh, it's a minute or more like 25. Your consumer age is 60 plus M.

Speaker A: Is this correlated with biological age or actual age? That's my question. Like if you're 60 year old with a 50 biological age, like, do you just want, like, is your attention span not as good? Maybe that's the trade off of having a better biological age. So you just don't have the attention span. Science, science, science, science. All right, last one. Uh, kind of an interesting one. Macy's is running UGC style ads. So uh, here's like a traditional, like some, you know, Macy's ads. Just to kind of describe what I'm seeing here, we got like Macy's ads. Like Macy's products, typically stuff you'd see in a nice, well lit, uh, studio shoot on Instagram. And uh, basically it's like they went like halfway with it, right? Because we got somebody shooting it at home, but clearly they told them needs to have a white background, like shoot it into a white curtain or a white bed or something like that. So it still looks a little, it doesn't look like ugc. They kind of went down the middle. What do you think?

Speaker B: Yeah, a lot of times things like this will surface up once in a while. And I'm always curious like, is every big brand trying this and we're only seeing it sometimes? Or like, or only some brands creative. Creative enough to try it. Because I do think if done right, it looks like an organic post.

Speaker A: Yeah.

Speaker B: But I'm so curious, like which brands does content like this work for and how many are trying it? Because I think a lot of people just aren't even trying it.

Speaker A: Yeah, uh, the principle of this, like, hey, let's try and you know, have some content that's a little bit more UGC style, raw, native to platform, whatever you want to call it. UGC is user generated content. If you don't know what that means. So that's just like somebody taking a picture with their iPhone versus having, you know, taking a picture in a studio. Um, this is clearly a miss. I think this is worse Than either. Right. Like, you could go all the Way Raw or All the Way Studio and that even all the Way Studio would be better than this. I like that they're trying stuff, but, you know, I have a hard time believing that there's nobody at Macy's who saw this and was like, this isn't guys. This isn't what we mean. Like, this is okay. Uh, but I think they're probably just so bogged down in like, regulations and brand guidelines that maybe this is like the best they came up with. And that's back to your point, Ethan. That's probably where I think it's the biggest missed is if you're applying all the brand guidelines to your like, raw UGC style content or even your organic social approach, you're probably missing.

Speaker B: Right. And the other thing that's so weird to me here is that there's like no contrast or pop in either of these pictures.

Speaker A: It's like they shot it on a white background so the shoe would stand out, but then, then that's it.

Speaker B: You could see the shadow on the second picture, like over the shoes. So that's another thing too. Like, even when I know maybe you're trying to make it in an intentionally lower quality picture.

Speaker A: But like any decent UGC creator knows, like, just go over by the window, you know, like, shoot it by the window so there's good lighting. So, yeah, kind of made it like raw and low quality in the wrong way. But I appreciate the attempt. I think it's a miss for them. They should probably.

Speaker B: The last thing.

Speaker A: They can't do anything better than this. They should just go back to shooting brand and stuff. Go ahead.

Speaker B: I am curious though. So the last thing I'll say is Macy's, if, If you are watching this and we are wrong and this ad is crushing it let us know we're curious.

Speaker A: They have a big. They have a big brand. So I bet it. They're. I bet it's doing okay. But how is it doing relative to their other stuff?

Speaker B: That's right. Right, right.

Speaker A: Well, I think that's it. Uh, we gotta. We need like a good ending thing. So this is what I just came up with. All right, Ethan, that's everything. It's time to come up for air. Because whale. Whales come up. They breathe air.

Speaker B: Yeah. Because we've been. We've been in the ocean getting well in the forearms.

Speaker A: Blow holes are. Yeah, we've been in the ocean. Right. Like, and so now. Yeah, or now our blow holes are clear. I don't know if that one's as good. That one feels weird.

Speaker B: Yeah. And then right now, we need to cue the video of a huge whale jumping out of the water and splashing.

Speaker A: Patricio editor, Big whale.

Speaker B: Hell yeah.

Speaker A: That's it. That's all. Bye.

Speaker B: Bye.

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